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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / exclude other entities...
Microsoft Dynamics CRM (Archived)

exclude other entities from "to/cc/bcc" partylist field other than contact

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Posted on by Alok Sharma 340

Hi Experts, 

I have requirement like when email form loads and when i try to select to/cc/bcc then i should see only contact recipient not others like accounts , users , leads , ...... .

Please advise how i can get this done ?

I'm planning to do it through js and followed this link but getting syntax error.

This is urgent , Thank you in advance 

Regards, Alok

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  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Based on your CRM version there are different ways to achieve it.

        var contactFilter = "<filter type='and'><condition attribute='contactid' operator='not-null' /></filter>";
    //remove accounts
    var accountFilter = "<filter type='and'><condition attribute='accountid' operator='null' /></filter>";
    //remove system users
    var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operator='null' /></filter>";
    
    Xrm.Page.getControl('requiredattendees').addCustomFilter(contactFilter, "contact");
    Xrm.Page.getControl('requiredattendees').addCustomFilter(accountFilter, "account");    
    Xrm.Page.getControl('requiredattendees').addCustomFilter(systemUserFilter, "systemuser");

    9.x documented & supported way:

    Xrm.Page.getControl('your_field').setEntityTypes(['contact']);

    https://stackoverflow.com/a/50837293/7920473 

  • Alok Sharma Profile Picture
    Alok Sharma 340 on at

    Hi Arun Vinoth,

    I tried above steps provided by you in my email form but still I'm able to select accounts , users ....

    I tried below :

    function AppendFilterSearch() {
  
  var FormType = Xrm.Page.ui.getFormType();
  if(FormType==1 && FormType==2){
    Xrm.Page.getControl("requiredattendees").addPreSearch(function () {
        AddPreSearch();
    });
}}
 
function AddPreSearch() {
    var contactFilter = "<filter type='and'><condition attribute='contactid' operarequiredattendeesr='not-null' /></filter>";
	//remove accountt
    var accountFilter = "<filter type='and'><condition attribute='accountid' operarequiredattendeesr='null' /></filter>";
    //remove system users
    var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operarequiredattendeesr='null' /></filter>";
    //remove lead
    var leadFilter = "<filter type='and'><condition attribute='leadid' operarequiredattendeesr='null' /></filter>";
    //remove facility
    var facilityFilter = "<filter type='and'><condition attribute='equipmentid' operarequiredattendeesr='null' /></filter>";
	// remove entitlement
	var entitlementFilter = "<filter type='and'><condition attribute='entitlementid' operarequiredattendeesr='null' /></filter>";

	
 
    Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(contactFilter, "contact");
    Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(accountFilter, "account");
    Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(systemUserFilter, "systemuser");
    Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(leadFilter, "lead");
    Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(facilityFilter, "equipment");
	Xrm.Page.getControl("requiredattendees").addCusrequiredattendeesmFilter(entitlementFilter, "entitlement");
}


    Please let me know if I'm making any mistake

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Try changing "operarequiredattendeesr" to "operator"  and a"ddCusrequiredattendeesmFilter" to "addCustomFilter" to in your code and see if this works.

    Hope this helps.

  • Alok Sharma Profile Picture
    Alok Sharma 340 on at

    Hi Ravi, 

    I tried same as you suggested but still no outcome. :(

    function AppendFilterSearch() {
  
  var FormType = Xrm.Page.ui.getFormType();
  if(FormType==1 && FormType==2){
    Xrm.Page.getControl("to").addPreSearch(function () {
        AddPreSearch();
    });
}}
 
function AddPreSearch() {
    var contactFilter = "<filter type='and'><condition attribute='contactid' operator='not-null' /></filter>";
	//remove accountt
    var accountFilter = "<filter type='and'><condition attribute='accountid' operator='null' /></filter>";
    //remove system users
    var systemUserFilter = "<filter type='and'><condition attribute='systemuserid' operator='null' /></filter>";
    //remove lead
    var leadFilter = "<filter type='and'><condition attribute='leadid' operator='null' /></filter>";
    //remove facility
    var facilityFilter = "<filter type='and'><condition attribute='equipmentid' operator='null' /></filter>";
	// remove entitlement
	var entitlementFilter = "<filter type='and'><condition attribute='entitlementid' operator='null' /></filter>";

	
 
    Xrm.Page.getControl("to").addCustomFilter(contactFilter, "contact");
    Xrm.Page.getControl("to").addCustomFilter(accountFilter, "account");
    Xrm.Page.getControl("to").addCustomFilter(systemUserFilter, "systemuser");
    Xrm.Page.getControl("to").addCustomFilter(leadFilter, "lead");
    Xrm.Page.getControl("to").addCustomFilter(facilityFilter, "equipment");
	Xrm.Page.getControl("to").addCustomFilter(entitlementFilter, "entitlement");
}
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi

    i think its the formtype check due to which the code is not executing. could you remove that check and try again. Dont forget to publish customization and try on a new browser window.

  • Verified answer
    Alok Sharma Profile Picture
    Alok Sharma 340 on at

    Hi Ravi,

    Thank you for notifying that, checking formtype was good but in that i was checking formtype with and (&&) condition which is not possible to true so now i have made it or (||) condition and it is working now.

    Thanks and Regards, Alok

  • Verified answer
    Alok Sharma Profile Picture
    Alok Sharma 340 on at

    One more approach worked for me :

    if(FormType==1 || FormType==2)
  {
    var controlTo = Xrm.Page.getControl("to");

    controlTo.getAttribute().setLookupTypes(["contact"]);
	
	
}


  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Yes, thats the new method availabl in V9. For earlier version, you need to use addcustomfilter :)

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Great to hear. setLookupTypes is undocumented/unsupported but setEntityTypes is documented/supported in v9.

    I explained all this in original initial answer & SO link. Feel free to mark them as answer if it helped you.

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